Relationship Management App helps teams keep important connections organized and easy to follow up on, whether you’re managing customers, leads, partners, donors, or community members. It brings key contact details into a simple contacts view and supports consistent outreach with interaction logging and reminders, so nothing gets missed after a call, meeting, or email. This works well for small businesses, sales and marketing teams, agencies, consultants, and nonprofits that need a lightweight way to track relationship history without juggling scattered notes or separate spreadsheets.
With Jotform, you can turn relationship tracking into a shareable self-service experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your app to forms and tables for reliable data collection, and keep your workflow moving with quick updates and centralized records. Publish the app for your team, align on the same source of truth, and expand it as your process evolves.
Related templates
Marketing Agency App
Reach a wider audience and take your marketing agency online with a branded app from Jotform Apps. With this ready-made Marketing Agency App, you can showcase your offered services, marketing portfolio, and link to your social media accounts. Clients can access and download your app onto any smartphone, tablet, or desktop computer in seconds.Want to personalize this Marketing Agency App to suit your needs? No problem! Jotform’s drag-and-drop builder makes it easy to add form elements, install helpful widgets and integrations, change fonts and colors, upload your agency’s unique branding, and much more without any coding or design knowledge. Share your app by sending email invitations, including the app link in social media accounts and posts, or by seamlessly embedding it in your company website with a simple copy-paste code.
Go to Category:Consulting Apps
Content Planning App
A content planning app is commonly used by marketing teams to manage content calendars. With Jotform Apps, you can build your own Content Planning App for free. Add a content calendar, brainstorm notes, content audits, and so much more. You can even integrate your app with 250+ platforms to send data straight to your other marketing accounts — all with no coding required.Customizing your Content Planning App is easy and intuitive with Jotform’s drag-and-drop builder. Add or remove forms, switch up fonts and colors, choose a unique app icon, upload branding assets and images, and so much more. Once you’re happy with your app, all you need to do is share it with your team. Embed it in your online workspace or send it via link so your team members can download it to their mobile, tablet, or desktop device.
Go to Category:Company Portal Apps
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance & Accounting Portal Apps
Reimbursement App
Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.
Go to Category:Finance Apps
Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal Apps
Birthday Invitation App
A birthday invitation app is used by event planners or individuals to collect RSVPs and share important details for a birthday party. Whether you’re planning your own party or planning one for your clients, this ready-made Birthday Invitation App makes it easy to collect information like RSVPs, dietary preferences, and more on any device.Customize the app design with Jotform’s drag-and-drop builder — no coding knowledge required. You can update the app icon or background, add or remove forms, and add your party details in seconds. Keep all of your party information organized in one place with this free Birthday Invitation App that works great on any device.
Go to Category:Management Apps